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Succession Planning: Can I Get a Six-Times Multiple?

From IRIS
Added on December 2016 in Plan for the Future
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Summary: Cash flow is a critical element in quantifying gaps between owners’ personal and financial resources and the resources they need to exit their businesses on their terms.

Based on conversations they’ve had with or overheard from other owners, business owners commonly ask their advisors a variation of the following question: “Do you think I can get a six-times multiple for my business?” How would you respond to this question?

'Tis the Season to Look Inward

From Barron's
Added on December 2016 in Manage Your Practice
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Summary: Where are you now? Where do you want to be? How will you get there? These are questions that financial advisors ask their clients all the time as part of the financial planning process. As the year winds down and we prepare to embark on a new year under a new president, now is a great time for advisors to apply these same queries to their own advisory practices.

Fee Compression, Compliance Are Top Concerns for Advisors: SEI Survey

From ThinkAdvisor
Added on December 2016 in Other Ideas
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Summary: Two direct implications of the Department of Labor's fiduciary rule – fees and compliance – are advisors’ main concerns going into 2017, according to a survey from SEI Advisor Network.

RIAs have been slow to prepare for the DOL fiduciary rule

From InvestmentNews
Added on December 2016 in Form an RIA
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Summary: Registered investment advisers are mesmerized by the Labor Department regulation that is introducing the most sweeping changes to financial advice in a generation — but not enough of them are preparing for it.

FAs Fear DOL Rule Hampers Young Client Engagement

From Financial Advisor IQ
Added on December 2016 in Form an RIA
0 visitor like this article | Viewed 100 times | 0 comment

Summary: As implementation of the new DOL rule nears, advisors are becoming concerned about collateral damage choking relationships with younger professionals and next-generation investors.

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